-42.9%
ACHR vs LBRT
+115.1%
-158.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.3% | -1.2% |
| 7D | -0.7% | +8.7% | -9.4% | -2.9% |
| 30D | +9.8% | +6.6% | +3.2% | +7.8% |
| 3M | -10.5% | -34.5% | +24.0% | -1.5% |
| 6M | -15.5% | -24.5% | +9.0% | -11.7% |
| YTD | -24.1% | +12.7% | -36.8% | -29.5% |
| 1Y | -32.4% | +94.8% | -127.3% | -47.1% |
| 3Y | -11.6% | +31.9% | -43.5% | -26.7% |
| All | -42.9% | +115.1% | -158.0% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LBRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling